Post by account_disabled on Jan 24, 2024 4:23:34 GMT
During quarantine, it is especially important to quickly respond to customer requests and stand out with the level of service. Even if employees do not have sufficient experience working from home. Ringostat has prepared a checklist for sales department managers that will help control the team and spend a minimum of time on it. This article describes life hacks and automatic reports that will help organize remote work for sales teams. Automate daily reports If your company didn’t have daily reports before quarantine, it’s time to implement them. With them, both the head of the sales department and managers understand how they are moving according to plan and what aspects of work need to be improved. An employee who regularly prepares reports on what he has done during the day can evaluate and “pull up” his results.
He Fax Lists immediately notices mistakes and can work on them. But if a person submits a report only once a month, he will only see the consequences of his mistakes, and it will be too late to correct them. Report on the actions of sales managers Check telephony reports for individual employees. Performance indicators here could be: number of outgoing calls; number of calls received; total call time; number of missed ones, etc. To automatically track your work efficiency, set up telephony reports from the article “6 must-have Ringostat reports that will be useful during quarantine . ” Sales funnel progress report Track micro-conversions across all communication channels.
How many clients read the commercial proposal, how many accepted it, how many moved to the document approval stage, how many invoices were issued, etc. Most modern CRMs calculate this information automatically. Financial results Track activities that directly impact the company's commercial success. Pay special attention to conversions, upselling and cross-selling, planned and received payments. For example, to track the performance of the sales department, we upload data from CRM to Google Sheet via API. Then we collect this information into dashboards of various frequencies. For example, this is what a monthly report available to managers and executives looks like.
He Fax Lists immediately notices mistakes and can work on them. But if a person submits a report only once a month, he will only see the consequences of his mistakes, and it will be too late to correct them. Report on the actions of sales managers Check telephony reports for individual employees. Performance indicators here could be: number of outgoing calls; number of calls received; total call time; number of missed ones, etc. To automatically track your work efficiency, set up telephony reports from the article “6 must-have Ringostat reports that will be useful during quarantine . ” Sales funnel progress report Track micro-conversions across all communication channels.
How many clients read the commercial proposal, how many accepted it, how many moved to the document approval stage, how many invoices were issued, etc. Most modern CRMs calculate this information automatically. Financial results Track activities that directly impact the company's commercial success. Pay special attention to conversions, upselling and cross-selling, planned and received payments. For example, to track the performance of the sales department, we upload data from CRM to Google Sheet via API. Then we collect this information into dashboards of various frequencies. For example, this is what a monthly report available to managers and executives looks like.